WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.55B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.46M
3
+$5.47M
4
GMED icon
Globus Medical
GMED
+$5.03M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.35M

Top Sells

1
+$6.82M
2
+$6.69M
3
+$3.64M
4
PYPL icon
PayPal
PYPL
+$3.59M
5
AAPL icon
Apple
AAPL
+$2.95M

Sector Composition

1 Technology 18.15%
2 Financials 14.42%
3 Healthcare 11.86%
4 Consumer Discretionary 10.54%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2K ﹤0.01%
6
952
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63
+11
953
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153
+56
954
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42
955
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10
956
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+2
957
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13
+1
958
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78
+12
959
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+72
960
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36
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961
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964
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965
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968
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-1
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1
970
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51
971
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972
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785
973
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47
+4
974
$2K ﹤0.01%
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-2
975
$2K ﹤0.01%
5
37 38
39
40 41